Position Funding and Salary Cost Transfers

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Training Path

Are you responsible for funding positions or submitting salary cost transfers in UCPath? Below you will find the training requirements for the Position Funding (Funding Entry) and Salary Cost Transfer / Direct Retro roles in UCPath. Please note, all Initiator access requires completion of the Intro to UCPath course.

Introduction to UCPath

The Introduction to UCPath is required for all UCPath transactional users, regardless of which module(s) you will be using.

This course covers system basics and need-to-know information about how UCPath functions. If you have already taken this course for another module, it will be marked complete in the UCPath Learning center and you will be able to register for the courses associated with this module. 

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Introduction to UCPath

Introduction to UCPath

eLearning, 65 minutes

Required for all users

This training provides an overview of UCPath, PeopleSoft, and the modules for users who perform transactions beyond self-service. The Introduction to UCPath is a prerequisite course for users who perform transactions beyond self-service within UCPath. This course:

  • Discusses UCPath's key benefits and the role of the UCPath Center
  • Recognizes and defines UCPath key terms and acronyms
  • Lists and describes the UCPath system modules
  • Provides an overview of all standard UCPath functionality including:
    • Navigation
    • An overview of the available field types and data entry methods
    • Information on how to access the UCPath help site
  • Provides an overview of Approval Workflow Engine (AWE) in UCPath and reviews the steps for approving various types of transactions
  • Introduces the basic layout and navigation of Cognos reports for UCPath 

This eLearning combines the former web based trainings:

  • PHCMNAV100 PeopleSoft Overview

  • PHCMNAV105 Basics and Navigation

  • PHCMNAV108 Cognos Reports

  • PHCMNAV106 Reports and Processes

  • PHCMNAV310 AWE Overview and Approvals

Commitment Accounting (Position Funding and Salary Cost Transfer) Training Courses

Once you have completed the Introduction to UCPath, you may continue to the Commitment Accounting Learning Path. All courses specify which roles they are required for.  

UCPath Commitment Accounting Overview

eLearning, 15 minutes

Optional

This class provides an overview of how the commitment accounting module fits into the UCPath system, the primary functions of Commitment Accounting the general ledger (GL) integration process. We will also walk through how GL Assessments are configured.

This eLearning combines content from PHCMGEN100 Commitment Accounting Overview, PHCMGEN101 Chartfield Configuration, and PHCMGEN102 GL Assessment Configuration.

Prerequisite: Introduction to UCPath (BE_UCPath_Intro)

UCPath Position Funding

Web-Based Training, 45 minutes

Required for initiators, strongly recommended for approvers

Take this class if you will be initiating Position Funding Entry transactions. This class walks through Position Funding in UCPath. Where it fits within Commitment Accounting, how to use the funding entry inquiry page, and how to enter position funding transactions.

This eLearning combines content from PHCMGEN110D1 Funding Entry Inquiry and PHCMGENL201 Position Funding and Entry Updates.

Prerequisite: Introduction to UCPath (BE_UCPath_Intro)

UCPath Salary Cost Transfer and Direct Retro

Instructor-Led Training through Zoom, 4 hours

Required for initiators, strongly recommended for approvers

Take this class if you will be initiating Salary Cost Transfer and Direct Retro transactions. This course focuses on the Salary Cost Transfer and Direct Retro tools in UCPath.

Prerequisites: Introduction to UCPath (BE_UCPath_Intro) and UCPath Position Funding